PS
PECO icon

Principal Securities’s Phillips Edison & Co PECO Stock Holding History

Principal Securities’s Portfolio PECO Stock Details PECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-300
Closed -$10.3K – 2889
2025
Q3 		$10.3K Sell
300
-149
-33% -$5.16K ﹤0.01% 2704
2025
Q2 		$15.7K Buy
449
+149
+50% +$5.27K ﹤0.01% 2434
2025
Q1 		$11.2K Hold
300
– – ﹤0.01% 2472
2024
Q4 		$11.2K Sell
300
-35
-10% -$1.33K ﹤0.01% 2468
2024
Q3 		$12.6K Sell
335
-65
-16% -$2.32K ﹤0.01% 2328
2024
Q2 		$13.1K Buy
400
+43
+12% +$1.4K ﹤0.01% 2273
2024
Q1 		$12.8K Hold
357
– – ﹤0.01% 2222
2023
Q4 		$13K Buy
+357
New +$12.5K ﹤0.01% 2127

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Securities's PECO Position: Q4 2025 in Review

Principal Securities sold out of Phillips Edison & Co (PECO) in Q4 2025, closing a stake of 300 shares — an estimated $10.3K sold.

Principal Securities first reported a position in PECO in Q4 2023 and held it in 8 quarters. The position peaked at $15.7K in Q2 2025. 417 funds tracked by Wall St. Rank hold PECO as of Q4 2025.

  • Principal Securities reported no remaining Phillips Edison & Co position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 300 Phillips Edison & Co shares in Q4 2025, an estimated $10.3K.
  • Principal Securities first reported a position in Phillips Edison & Co in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Phillips Edison & Co position peaked at $15.7K in Q2 2025.
  • 417 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.